Mortgage Servicing: Successors in Interest

Page Content

​Identifies documentation requirements for confirmation of successors in interest status and how to communicate with and treat successors in interest. Identifies RESPA considerations for confirmed and potential successors in interest. Identifies additional considerations for ability to repay, private right
of action and UDAAP.

Created: April 2018

What You'll Learn

After completing this course, students will be able to:

Identify examples of documentation requirements for confirmation of a successor in interest's status

Describe policies and procedures for communicating with successors in interest

Describe servicer requirements for treatment of confirmed successors in interest